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MICHELE MADASZ

@Martel Wealth Advisors Inc

Latest period2024 - Q4ReportedManaged Assets$512.088MTotal holdings70
Assets growth rate4.74%Assets growth rate (2-Q avg)4.82%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Martel Wealth Advisors Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Martel Wealth Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 512.088M in assets, with a quarterly growth rate of 4.74% and a 2-quarter average growth rate of 4.82%. The portfolio is managed by MICHELE MADASZ, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Index Fds
Recent Activity
Increased 1.07%
18.88%
$96.662M
235,507 shares@ $410.45 avg price
VYM
Vanguard Whitehall Fds
Recent Activity
Increased 4.69%
16.89%
$86.453M
677,586 shares@ $127.59 avg price
VCRB
Vanguard Malvern Fds
Recent Activity
New Position
16.25%
$83.175M
1.097M shares@ $75.81 avg price
BSV
Vanguard Bd Index Fds
Recent Activity
Increased 8.22%
11.59%
$59.302M
767,462 shares@ $77.28 avg price
IEFA
Ishares Tr
Recent Activity
Decreased -0.13%
3.9%
$19.965M
284,071 shares@ $70.29 avg price
BND
Vanguard Bd Index Fds
Recent Activity
Decreased -81.57%
3.36%
$17.198M
239,160 shares@ $71.92 avg price
VIG
Vanguard Specialized Funds
Recent Activity
Decreased -3.42%
3.19%
$16.301M
83,239 shares@ $195.84 avg price
SCHG
Schwab Strategic Tr
Recent Activity
Increased 295.31%
2.92%
$14.935M
535,870 shares@ $27.88 avg price
SCHV
Schwab Strategic Tr
Recent Activity
Increased 200.11%
2.67%
$13.664M
524,112 shares@ $26.08 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Decreased -2.69%
2.1%
$10.742M
224,625 shares@ $47.82 avg price

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